CW
Connectus Wealth’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $29.3M | Sell |
45,132
-41,984
| -48% | -$27.3M | 0.8% | 30 |
|
|
2023
Q4 | $54.7M | Sell |
87,116
-2,976
| -3% | -$1.87M | 1.12% | 16 |
|
|
2023
Q3 | $46.2M | Buy |
90,092
+1,582
| +2% | +$812K | 1.03% | 17 |
|
|
2023
Q2 | $40.7M | Sell |
88,510
-2,400
| -3% | -$1.1M | 0.94% | 24 |
|
|
2023
Q1 | $40.7M | Buy |
90,910
+1,148
| +1% | +$514K | 1% | 23 |
|
|
2022
Q4 | $35.1M | Buy |
89,762
+14,094
| +19% | +$5.51M | 0.83% | 31 |
|
|
2022
Q3 | $29.4M | Buy |
75,668
+250
| +0.3% | +$97.3K | 0.61% | 38 |
|
|
2022
Q2 | $29.2M | Buy |
75,418
+46,699
| +163% | +$18.1M | 0.67% | 38 |
|
|
2022
Q1 | $18.7M | Sell |
28,719
-13,869
| -33% | -$9.03M | 0.59% | 53 |
|
|
2021
Q4 | $27.6M | Buy |
+42,588
| New | +$27.6M | 1.07% | 26 |
|